Getting Started
Initial set-up guide for new users
By Marnie1 author19 articles
- How to book training sessionstraining, youtube, help library
- How to import deals from Filogixcsv files, import Expert, faqs
- How to import deals from Scarlett: how to's, and FAQsCSV files, import Scarlett, FAQs, DOS
- How to export D.O.S. Files and import into FinmoD.O.S., import
- How to add Intercom to your borrower portalAdd Intercom to communicate directly with your borrowers while they fill out their application or are logged into their portal.
- How to add Finmo to your cell phone's home screenAndroid, IOS,
Personal account settings
set-up guide
- How to find and enter your Expert Profile Number (ID)Expert ID, profile number Filogix ID, Broker/Agent licence number
- How to enable two-factor authentication2FA, Authy, Google Authenticator
- How to receive Finmo notifications via SMS/text messagingenable sms, enable texts
- How to set up your Finmo accountprofile picture, contact info, Expert login username,application links, two factor
- How to set-up your Submission profile to submit direct to lendersself set-up, submission set-up, onboarding
- How to send your application link to a borrower and customize your personal linkcustomize, personal link, team link,
Team set-up
setting up your team preferences
- How to customize consent or service agreementscredit pulls, countersigner, service agreement, consent pull, consent document
- How to customize your application theme on Finmocolours, customization, borrower portal, footer
- How to get set-up to pull credit in Finmopulling credit, equifax, member code authorization, liabilities, edit, delete, faq's, bureau, set-up
- Smart Document rules- how to customize or disableEdit Smart Documents, turn off smart docs suggestions
Lead Generation
Set-up lead generation
- How to add a referral link to your mobile device's home screen.IOS, Android
- How to embed or integrate your Finmo mortgage application on your websiteEmbed Finmo on your website by using an iframe
- How to use the Lead Generation tool (creating referral links)track referrals, lead generation, referral link, calculator